Client Advisor

This exciting position provides an excellent opportunity for a talented individual to play an active role in servicing UK resident non-domiciled clients within UBS Global Wealth Management. In this role, you will be a key team member, ensuring a superior client experience.

• build, establish and grow client relationships.


• provide trusted advice to clients in collaboration with colleagues in investment products and solutions teams.


• have a plan to develop the client book with measurable outcomes.


• keep accurate and up-to-date records on client investor profiles.


• take a strategic view of clients' investments and closely monitor their portfolio quality.


• comply with all regulations, policies and standards to be in line with our risk management culture, You'll be working in the Wealth Management team in Jersey. We're focused on managing, preserving and growing our clients' wealth, and help our clients plan for and manage succession. We provide our employees with training and continuous education to better serve our clients and promote personal development. As a client advisor, you'll play an important role in helping us stay a global leader in wealth management.
  
  Are you a relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales with a "can do" attitude. Are you a team player?, proven experience in relationship management, asset gathering and investments, ideally at least five years working in a client-facing role in UK resident non-domiciled market.


• minimum RDR level 4 relevant qualification (securities paper inclusive), but preference for level 6


• strong network and a firm grasp of both the UK & Jersey markets and regulatory frameworks


• a highly motivated driven team player and truly service oriented, who is highly organised and able to manage urgent and competing deadlines on a daily basis


• an excellent communicator


• ability to build strong client networks, with an entrepreneurial mind-set
  
  At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.


From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?, UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..

We have a presence in all major financial centers in more than 50 countries.